TREMBLANT CAPITAL GROUP

Position in BWXT — BWX Technologies, Inc.

CIK 1353312 WEST PALM BEACH, FL

Position in BWXT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$40,593,868

-$11,652,509 QoQ

Shares Held

208,548

-18.4% QoQ

Ownership

0.228%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#64

of 841 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

TREMBLANT CAPITAL GROUP holds $259,829,207 across 4 Aerospace & Defense names. BWXT ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	324,954	$87,367,132
2	RKLB	Rocket Lab Corp	676,072	$68,722,718
3	FTAI	FTAI Aviation Ltd.	233,414	$63,145,489
4	BWXT	BWX Technologies, Inc. This page	208,548	$40,593,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,593,868	208,548	-18.4%	Shares	Sole	2026-08-14
2026-03-31	$52,246,377	255,496	-12.3%	Shares	Sole	2026-05-15
2025-12-31	$50,326,514	291,174	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.